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Schwab 1000 Index ETF
SCHK

Overview Fund Activity

44 hedge funds and large institutions have $156M invested in Schwab 1000 Index ETF in 2018 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
44
Holders Change
+26
Holders Change %
+144.44%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
30
Increased
8
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CG
1
Colony Group
Massachusetts
$10.9M
2
Jane Street
2
Jane Street
New York
$6.16M
3
LWMT
3
Legacy Wealth Management (Tennessee)
Tennessee
$91.2M
4
PPA
4
Parametric Portfolio Associates
Washington
$3.66M
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$3.66M

Top Sellers

1
WC
1
Westwind Capital
New Mexico
$0
2
LWCFA
2
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$0
3
AIM
3
Aspen Investment Management
Michigan
$324K
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$140K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$251K -$28.4K -2,314 -10%
UBS Group
27
UBS Group
Switzerland
$245K +$236K +19,276 +2,738%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$140K -$46.7K -3,820 -25%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$110K +$5.55K +452 +5%
WCM
30
WealthBridge Capital Management
Ohio
$79K +$79K +6,448 New
PFC
31
Phocas Financial Corp
California
$61K – – –
Bank of America
32
Bank of America
North Carolina
$61K +$60.9K +5,002 +50,020%
AIA
33
Arcadia Investment Advisors
Idaho
$27.7K +$27.7K +2,262 New
BAMG
34
Brand Asset Management Group
Missouri
$23K -$3.88K -316 -14%
BC
35
Barnett & Company
Tennessee
$18K – – –
AF
36
Advisornet Financial
Minnesota
$18K +$18K +1,500 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$15K +$15K +1,220 New
IA
38
IFP Advisors
Florida
$14K +$14K +1,124 New
VFA
39
Valeo Financial Advisors
Indiana
$10K +$10K +794 New
JWA
40
JFS Wealth Advisors
Pennsylvania
$8K +$8K +644 New
ASN
41
Advisory Services Network
Georgia
$6K +$6K +500 New
WEC
42
Winslow Evans & Crocker
Massachusetts
$4K – – –
PG
43
Patten Group
Tennessee
$1K +$1K +50 New
ACA
44
Ackerman Capital Advisors
Texas
$291 +$291 +23,714 New
WC
45
Westwind Capital
New Mexico
– -$176K -12,286 Closed
LWCFA
46
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$91K -6,334 Closed
Wells Fargo
47
Wells Fargo
California
– -$11K -738 Closed
KJWM
48
Kiley Juergens Wealth Management
Washington
– -$3K -218 Closed
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